Episode 122 — From Intel to Disney – Exponent

Ben and James discuss the Theory of the Conservation of Attractive Profits, Intel, Netflix, and how it all applies to Disney.

Links

• Ben Thompson: Disney’s Choice — Stratechery (stratechery.com/2017/disneys-choice)

• Ben Thompson: Disney Follow-up — Stratechery Daily Update (stratechery.com/2017/disney-follow-up-the-re-b…)

• Ben Thompson: Aggregation Theory — Stratechery (stratechery.com/2015/aggregation-theory)

• Ben Thompson: Netflix and the Conservation of Attractive Profits — Stratechery (stratechery.com/2015/netflix-and-the-conservat…)

• Ben Thompson: The Truth about Windows Versus the Mac — Stratechery (stratechery.com/2013/apple-open-and-learning-f…)

• Ben Thompson: ESPN: From Franchise to Business — Stratechery Daily Update (stratechery.com/2017/espns-cuts-espns-history-…)

• Warren Buffett: 1991 Letter to Shareholders — Berkshire Hathaway (stratechery.com/2017/espns-cuts-espns-history-…)

• Ben Thompson: Netflix Goes Global — Stratechery Daily Update (stratechery.com/2016/netflix-goes-global-iphon…)

• Ben Thompson: Correction the Netflix Story — Stratechery Daily Update (stratechery.com/2015/correcting-the-netflix-st…)

• Ben Thompson: Disney Shifts to Streaming, Disney Versus Netflix, ESPN — Stratechery Daily Update (stratechery.com/2017/disney-shifts-to-streamin…)

• Ben Thompson: Apple’s Organizational Crossroads — Stratechery (stratechery.com/2016/apples-organizational-cro…)

• Ben Thompson: TV Advertisings Surprising Strength — and Inevitable Fall — Stratechery (stratechery.com/2016/tv-advertisings-surprisin…)

Hosts

• Ben Thompson, @benthompson (twitter.com/benthompson), Stratechery (stratechery.com)

Podcast Information

• Presented by MailChimp (bit.ly/exponent-mailchimp)

Episode 122 — From Intel to Disney